Institutional Ownership Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 5.1 Million shares, which have been reported (via 13F filing form) to have a value of $874 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
502,315
shares
|
$86.2 Million
0.0% of portfolio
|
Q2 2025
Added 66.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
350,248
shares
|
$60.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
335,786
shares
|
$57.6 Million
0.01% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 05, 2025 Q2 2025 |
275,242
shares
|
$47.2 Million
3.44% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
243,250
shares
|
$41.7 Million
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
214,133
shares
|
$36.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
198,975
shares
|
$34.1 Million
0.05% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
194,617
shares
|
$33.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
170,724
shares
|
$29.3 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
151,260
shares
|
$26 Million
6.44% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
135,581
shares
|
$23.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
128,897
shares
|
$22.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
112,693
shares
|
$19.3 Million
0.64% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
105,880
shares
|
$18.2 Million
8.85% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
97,103
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
82,648
shares
|
$14.2 Million
0.92% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
78,509
shares
|
$13.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
74,011
shares
|
$12.7 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
67,294
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
67,260
shares
|
$11.5 Million
5.34% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
65,706
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Solitude Financial Services
|
Nov 05, 2025 Q3 2025 |
58,911
shares
|
$10.1 Million
3.34% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
56,284
shares
|
$9.66 Million
0.0% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$8.81 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
50,288
shares
|
$8.63 Million
2.57% of portfolio
|
Q2 2025
New holding
|